SVXYX Mutual Fund

SVXYX Mutual Fund (Smead International Value Fund Class Y) is managed by Smead Capital Management with $111.2M in net assets. SVXYX expense ratio is 1.01%, holding 28 positions across sectors including Energy, Industrials, Consumer Discretionary. Inception date: 2022-01-12.

SVXYX performance shows a YTD return of 28.81%. The 1-year return is 48.51%. SVXYX dividend yield stands at 1.41%, paid annually.

SVXYX top holdings include Cenovus Energy, Inc. (13.7%), Bunge Ltd. - Ordinary Shares (8.8%), Northern Institutional Treasury Portfolio (5.6%), Unicredit Spa (5.6%), Frontline Ltd (5.6%). Go to all SVXYX holdings, SVXYX sectors, or SVXYX dividends.

SVXYX can be compared against other funds. Use SVXYX overlap to find shared positions, or SVXYX vs another fund for a side-by-side view. SVXYX alternatives are available via the screener, along with tax-loss harvesting opportunities.